Share this postBanks are playing it safe, sort of (audio)www.therandomwalk.coCopy linkFacebookEmailNoteOtherRandom Walk the PodcastBanks are playing it safe, sort of (audio)Share this postBanks are playing it safe, sort of (audio)www.therandomwalk.coCopy linkFacebookEmailNoteOther1×0:00-9:31Audio playback is not supported on your browser. Please upgrade.Banks are playing it safe, sort of (audio)Banks are more exposed to non-bank lenders than anyone would likeJun 18, 2024Share this postBanks are playing it safe, sort of (audio)www.therandomwalk.coCopy linkFacebookEmailNoteOtherShareBanks are playing it safe, sort ofMoses Sternstein·Jun 18In today’s dispatch: banks are lending less banks are also generating less revenue, and NIM continues to slide (for now) are Zombie banks good? bank exposure to non-bank lending is probably higher than Zombie would like 👉👉👉Reminder to sign up for theRead full storyDiscussion about this podcastCommentsRestacksShare this discussionBanks are playing it safe, sort of (audio)www.therandomwalk.coCopy linkFacebookEmailNoteOtherRandom Walk the PodcastRandom Walk - data, markets, and other random asides, delivered at irregular intervals to your inboxRandom Walk - data, markets, and other random asides, delivered at irregular intervals to your inboxSubscribeListen onSubstack AppRSS FeedRecent EpisodesNew school lending, to old school venture: A conversation with Billy Libby of Upper 90Sep 27 • Moses Sternstein and Brad HargreavesThe Brits noticed that Healthcare Makes All the Jobs (audio)Jun 17Companies trimmed the fat (audio)May 13 • Moses SternsteinGone fishing (audio edition)Feb 14 • Moses SternsteinAdult in the room (audio edition)Feb 9 • Moses Sternstein5 charts on consumer credit (audio edition)Feb 8 • Moses SternsteinMixed Signals from the Labor Market (Audio Edition)Feb 6 • Moses Sternstein
Banks are playing it safe, sort of (audio)